Catharsis Ours: Economic News , Data & Views ( March 3 , 2016 ) Overview ( 1. Commodities In Focus - Gold Leads Commodities With a 19% YTD Return , Natural Gas Hits New 17 Year Low. 2.Global Bonds - 2 Year Yields In Focus. 3. Brazil's Economy In Freefall And Corruption Endemic. ) Europe In Focus ( 1. UK- Referendum Items. 2. Refugee Situation / Border Security. 3. Greece Items Of Note.) MENA Updates ( 1. Ceasefire Largely Holding , Some Items Of Note. 2. Libya - Just Trying To Figure Out Peace Talks Status

Overview........

Commodities:

1) Gold leading YTD: +19%

2) Good to see Lumber/Copper improving

3) Nat Gas: new 17-year low today

‏@MktOutperform

New all-time 2-year yield lows today in...
Germany
Netherlands
Austria
Belgium
Market continues to front run the ECB 

‏@moved_average

#Brazil | *BRAZILIAN POLICE CONDUCT OPERATION AT LULA'S HOME: FOLHA SAYS

‏@dwnews

Brazil's top court authorizes trial for Congress speaker #Cunha over corruption charges http://dw.com/p/1I70z  

‏@Stratfor

Brazilian Justice Minister plans to resign amid anti-corruption probes, @Reuters said Feb. 29. http://social.stratfor.com/YToGG 

‏@Schuldensuehner

#Brazil in free fall. BUT Economy shrinks less than forecast in 4Q. http://bloom.bg/1nj5RzO  

‏@moved_average

#Brazil | Q4 GDP Q/Q: -1.4% V -1.6%E; Y/Y: -5.9% V -6.0%E 

Europe In Focus ......

Brexit / Uk Referendum.......

‏@fredwalton216

More threats and fear-mongering.. 

The Guardian @guardian

François Hollande warns Calais camps could move to Britain http://trib.al/heZFa5g 

‏@fredwalton216

Now the Dutch want to use " UK Emergency Brake " .... 

Open Europe @OpenEurope

Dutch ruling party wants to make use of ‘emergency brake’ on EU migrants’ access to welfare http://openeurope.org.uk/daily-shakeup/bsies-lord-rose-says-brexit-could-lead-to-labour-shortages-and-therefore-higher-wages/#section-3 …

Refugee Situations - Not Just Europe / Border Security......

‏@fredwalton216

Something to consider. If accurate , the dirty war is dirtier than thought. 

Leith Abou Fadel @leithfadel

My exclusive piece about the use of refugee camps by the rebels on the Turkish border. Images and videos inside: https://twitter.com/thearabsource/status/705109192319721472 …

‏@dwnews

Turkish PM: Turkey and Greece can't deal with refugee burden alone http://dw.com/p/1I6wY  

‏@GreekAnalyst

#Schäuble reiterates #Germany's position that the refugee & the economic crises are not to be linked for #Greece. (via @angelo_martelli)

‏@alwasatengnews

#Algeria setting up camps for the displaced on the border with #Libya in anticipation of Western air strikes 

‏@fredwalton216

Germany rejects Austria’s suggestion that Germany set a daily quota to bring refugees from Greece to Germany. 

Open Europe @OpenEurope

German government rejects Austrian suggestion of setting daily refugee quotas from Greece http://openeurope.org.uk/daily-shakeup/bsies-lord-rose-says-brexit-could-lead-to-labour-shortages-and-therefore-higher-wages/#section-4 …

Greece......

‏@ManosGiakoumis

Mar 7 #Eurogroup agenda on #Greece. #economy 

‏@ekathimerini

Tusk warns economic migrants, voices solidarity with Greece http://dlvr.it/KgcmZK  

MENA Watch......

Syria.....

‏@Charles_Lister

HNC chief negotiator @Mohammed_Aloush has issued 7 demands that will lead Friday protests across #Syria tomorrow: 

‏@Charles_Lister

PT: #Syria’s opposition demands:

1) Remove #Assad regime
2) End all sieges
3) Provide adequate humanitarian aid
4) Release all detainees

‏@Charles_Lister

PTs:

5) Expel all Iranian & Shia sectarian militias
6) Allow return of refugees & IDPs, reversing demographic shifts
7) #Russia withdrawal.

‏@fredwalton216

Syrian opposition casts doubt on UN peace talk plan  https://shar.es/1CJRJa  via @jordantimes. March 9th described as "hypothetical " date.

‏@SyriaDirect

Crowds condemn deadly rebel infighting, sniping that has killed 60 residents in 3 months. http://syriadirect.org/news/crowds-condemn-deadly-rebel-infighting-sniping-that-has-killed-60-residents-in-3-months/ … 

Libya....

‏@LibyaAlHurraTV

Libya:MP tells @alwasatnewsly he couldn't have endorsed the GNA,he's in hospital in Tunisia following a car accident 

Martin Kobler @KoblerSRSG

I have written to the House of Representatives Speaker to register the will of the majority, & formalize endorsement of Gov. of Nat. Accord

‏@LibyaAlHurraTV

Other MPs have been reported to deny signing the GNA endorsement @UNSMILibya claims, as they were out of town. 

Martin Kobler @KoblerSRSG

I have written to the House of Representatives Speaker to register the will of the majority, & formalize endorsement of Gov. of Nat. Accord

‏@Rana_J01

What's a "Grand Shura"? Cc. @UNSMILibya #libya  

Martin Kobler @KoblerSRSG

I intend to work with tribal leaders and mayors to accompany nation-building in #libya.This may later results in a nation-wide “Grand Shura”

‏@Lyobserver

Salvation Government responds to Kobler’s statement at the UNSC
http://www.libyaobserver.ly/news/salvation-government-responds-kobler%E2%80%99s-statement-unsc …

‏@reportingLibya

#Libya AFP reporting military intervention forces ready to tackle IS Libya but waiting for unity government deal. http://www.dailymail.co.uk/wires/afp/article-3475212/Libya-intervention-jigsaw-near-completion-final-pieces-missing.html …

‏@alwasatengnews

Wahda & Sahara banks in #Misrata deny cash withdrawals for former #Sirte residents, other banks set 500 Dinar limit 

‏@HisKadi

#HoR member claims his signature was forged in list of 100 #HoR members supporting #GNA. http://www.alwasat.ly/ar/news/libya/97997/ …

‏@Eljarh

#Libya - State Council prevented from meeting in #Tripoli and told to convene elsewhere. #Libya

‏@Eljarh

#Libya - after meeting for first time in #Tripoli, 2nd State Council's meeting in #Tripoli was disrupted & told not to convene in #Tripoli.

‏@LibyaschannelEN

Talal al-Maihub: We don't oppose the [Unity] Government but the Presidency Council after they exposed themselves in front of HoR

‏@LibyaschannelEN

Talal al-Maihub: This Presidency Council will not move Libya forward but disrupt the political and economic life in the country 

Catharsis Ours

Thursday, March 3, 2016

No comments:

Post a Comment